Plan Group Financial, LLC Ishares Russell 2000 ETF Transaction History

Plan Group Financial, LLC

  • $355 Million
  • Q3 2025

A detailed history of Plan Group Financial, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Plan Group Financial, LLC holds 12,331 shares of IWM stock, worth $2.93 Million. This represents 0.84% of its overall portfolio holdings.

Number of Shares
12,331
Holding current value
$2.93 Million
% of portfolio
0.84%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
BUY
$214.92 - $244.84 $2.65 Million - $3.02 Million
12,331 New
12,331 $2.98 Million
Q4 2024

Jan 31, 2025
SELL
$216.13 - $242.4 $47,548 - $53,328
-220 Reduced 3.35%
6,338 $1.4 Million
Q3 2024

Oct 22, 2024
BUY
$200.87 - $224.6 $513,825 - $574,526
2,558 Added 63.95%
6,558 $1.45 Million
Q2 2024

Aug 05, 2024
BUY
$192.84 - $209.44 $771,360 - $837,760
4,000 New
4,000 $811,000
Q4 2023

Jan 29, 2024
BUY
$162.21 - $204.82 $731,891 - $924,147
4,512 New
4,512 $905,000

Others Institutions Holding IWM

# of Institutions
3,022
Shares Held
284M
Call Options Held
197M
Put Options Held
484M
View Full List

About ISHARES RUSSELL 2000 ETF

IWM Quotes by TradingView
  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
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